SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.46M 0.04%
5,762
+13
377
$1.45M 0.04%
17,810
+470
378
$1.45M 0.04%
37,751
+2,082
379
$1.44M 0.04%
18,745
-2,839
380
$1.44M 0.04%
22,212
+568
381
$1.43M 0.04%
28,660
+2,485
382
$1.43M 0.04%
5,866
+90
383
$1.43M 0.04%
5,420
-36
384
$1.43M 0.04%
33,136
-558
385
$1.42M 0.04%
74,546
-544
386
$1.42M 0.04%
26,818
+2,544
387
$1.42M 0.04%
19,999
+556
388
$1.4M 0.04%
104,080
-618
389
$1.4M 0.04%
+27,871
390
$1.4M 0.04%
34,189
-6,074
391
$1.4M 0.04%
17,756
-353
392
$1.38M 0.04%
5,053
+90
393
$1.38M 0.04%
23,055
+1,050
394
$1.38M 0.04%
5,583
-250
395
$1.38M 0.04%
11,706
-148
396
$1.37M 0.04%
5,272
+1,266
397
$1.36M 0.04%
14,176
-2,392
398
$1.36M 0.04%
50,350
-126
399
$1.35M 0.04%
10,849
-356
400
$1.35M 0.04%
35,574
-929
14 15
16
17 18